Atlas Capital Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Atlas Capital Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-201	Closed	-$10.3K	–	930
2023 Q4	$10.3K	Hold	201	–	–	﹤0.01%	744
2023 Q3	$10K	Sell	201 -1,632	-89%	-$81.7K	﹤0.01%	706
2023 Q2	$92K	Buy	1,833 +1,497	+446%	+$75.4K	0.01%	484
2023 Q1	$17K	Sell	336 -264	-44%	-$13.3K	﹤0.01%	704
2022 Q4	$29.9K	Sell	600 -436	-42%	-$21.6K	0.01%	617
2022 Q3	$51.1K	Hold	1,036	–	–	0.01%	530
2022 Q2	$52.4K	Sell	1,036 -2,984	-74%	-$152K	0.01%	550
2022 Q1	$208K	Sell	4,020 -1,020	-20%	-$53.8K	0.03%	346
2021 Q4	$272K	Sell	5,040 -10,168	-67%	-$551K	0.04%	310
2021 Q3	$831K	Buy	15,208 +1,680	+12%	+$92K	0.13%	127
2021 Q2	$741K	Sell	13,528 -10	-0.1%	-$548	0.12%	152
2021 Q1	$740K	Buy	+13,538	New	+$743K	0.14%	139
2020 Q3	–	Sell	-9,778	Closed	-$535K	–	434
2020 Q2	$535K	Buy	+9,778	New	+$527K	0.13%	170
2019 Q4	–	Sell	-4,376	Closed	-$235K	–	649
2019 Q3	$235K	Buy	+4,376	New	+$234K	0.07%	291
2019 Q2	–	Sell	-441	Closed	-$23.3K	–	669
2019 Q1	$23.3K	Buy	+441	New	+$23K	0.01%	472

Other funds holding IGSB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Atlas Capital Advisors's IGSB Position: Q1 2024 in Review

Atlas Capital Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 201 shares — an estimated $10.3K sold.

Atlas Capital Advisors first reported a position in IGSB in Q1 2019 and held it in 15 quarters. The position peaked at $831K in Q3 2021. 889 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

Atlas Capital Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Atlas Capital Advisors sold 201 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $10.3K.
Atlas Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 15 quarters.
Atlas Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $831K in Q3 2021.
889 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.